+93.1%
USO vs JEPQ
+94.0%
-0.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.3% |
| 7D | +9.1% | -0.2% | +9.3% | +9.1% |
| 30D | +21.7% | +0.8% | +20.9% | +21.5% |
| 3M | +20.2% | +4.0% | +16.3% | +19.5% |
| 6M | +43.4% | +10.4% | +33.0% | +40.8% |
| YTD | +124.0% | +11.4% | +112.5% | +119.1% |
| 1Y | +112.2% | +18.9% | +93.3% | +103.2% |
| 3Y | +97.7% | +70.3% | +27.4% | +69.9% |
| All | +93.1% | +94.0% | -0.9% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded JEPQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling